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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $177,100 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $80,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,743 |
ASSURANCE DIMENSIONS2 years Filed as: ASSURANCE DIMENSION, INC. Service code 10 · EIN 26-3429295 | Accounting | $17,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,550 | $122,128-43.9% | $147,080-53.4% | $199,960-65.7% |
| Participation rate | 93.6% | 78.2%+15.5pp | 82.2%+11.4pp | 72.0%+21.6pp |
| Annual return | 15.44% | 30.58%-15.1pp | 420.17%-404.7pp | 34.28%-18.8pp |
| Employer contribution / active EE | $2,498 | $4,093-39.0% | $4,933-49.4% | $3,036-17.7% |
| Participant deferral / active EE | $9,833 | $8,484+15.9% | $8,066+21.9% | $5,087+93.3% |
| Admin fee / account holder | $115 | $180-36.1% | $12,989-99.1% | $269-57.4% |